Methods and systems for performing change management at login

ABSTRACT

A system and related method for change management at login. The method includes constructing an administratively prescribed target data store as a function of received administrative input prescribing a target feature and target feature-state, and related messages to push to a user upon occurrences of target feature mismatches and matches. Login information, including a username identifier, service provider identifier, and current use time-stamp are received for a user. A historical data store is queried to obtain a user status that associates the username identifier and the service provider identifier with a previously used feature, feature-state and a previous use time-stamp. The target data store is queried for the service provider. Determinations are made as to whether previous feature use matches target feature use. Messages are displayed responsive thereto.

CROSS REFERENCE TO RELATED APPLICATION

This application is a continuation of U.S. patent application Ser. No.16/773,277, filed Jan. 27, 2020, which is incorporated herein byreference in its entirety.

TECHNICAL FIELD

Embodiments relate to change management methods and systems. Moreparticularly, embodiments relate to enabling change management uponlogin.

BACKGROUND

Organizations often need to increase adoption of features in a serviceprovider, control feature use on a by user basis, or otherwise interactwith a user regarding the use of features and/or service providers.These technical problems are addressed with various change managementsolutions. An available change management solution is to email users thepertinent information. However, emails can easily be ignored, and peoplecan feel bombarded by emails and become desensitized to them. Also,there may be a time delay between when a user receives a changemanagement email and when the user attempts to utilize the respectiveservice provider. For these reasons, available change managementsolutions may be ineffective and inefficient.

Accordingly, it is desirable to have methods and systems that can beused to efficiently and effectively perform change management when auser attempts a login to a service provider. In addition, it isdesirable that the methods and systems be customizable and specific to auser's prior and anticipated feature usage. Furthermore, other desirablefeatures and characteristics will become apparent from the subsequentdetailed description and the appended claims, taken in conjunction withthe accompanying drawings and the foregoing technical field andbackground.

BRIEF DESCRIPTION OF THE DRAWINGS

A more complete understanding of the subject matter may be derived byreferring to the detailed description and claims in conjunction with thefollowing figures, wherein like reference numbers refer to similarelements throughout the figures.

FIG. 1 depicts a functional block diagram of a change management system,in accordance with various embodiments;

FIG. 2 is a block diagram representation of an exemplary environment inwhich the change management system might be used;

FIG. 3 is a block diagram representation of another exemplaryenvironment in which the change management system might be used; and

FIG. 4 is a flow chart showing steps of a method for change management,in accordance with exemplary embodiments

DETAILED DESCRIPTION

The following detailed description is merely illustrative in nature andis not intended to limit the embodiments of the subject matter or theapplication and uses of such embodiments. As used herein, the word“exemplary” means “serving as an example, instance, or illustration.”Any implementation described herein as exemplary is not necessarily tobe construed as preferred or advantageous over other implementations.Furthermore, there is no intention to be bound by any expressed orimplied theory presented in the preceding technical field, background,brief summary or the following detailed description.

In the following description, numerous specific details are set forth.However, embodiments of the invention may be practiced without thesespecific details. In other instances, well-known structures andtechniques have not been shown in detail in order to avoid obscuring theunderstanding of this description.

As mentioned, an organization will utilize a change management solutionwhen the organization needs to increase adoption of features in aservice provider, control feature-use by a user, or otherwise interactwith a user regarding the use of features and/or service providers.Attempting change management by email can be both inefficient andineffective. The provided embodiments can be used to efficiently andeffectively perform change management upon login by a user to arespective service provider. Received administrative input prescribing,for a service provider, a target feature and target feature-state, andrelated messages are configured into a target data store and used topush messages to a user at login. The provided embodiments areadministratively customizable and specific to a user's prior andrequired feature usage. The provided embodiments are described in moredetail below.

FIG. 1 depicts a functional block diagram of an exemplary embodiment ofa change management system 100. The change management system 100includes a change management processor 102 (also, see, FIG. 2, 628 )that interacts with a target data database 108 and a historical datastore 110. The change management processor 102 is programmed (forexample, with program code 626, FIG. 2 ) to implement the algorithmdescribed hereinbelow. In various embodiments, the change managementprocessor 102 is integrated with, or in communication with, memory 104and an input/output port 106 (in various embodiments, referred to as anetwork interface, as shown in FIG. 2, 614 ). The user input may bereceived from an input system (FIG. 3, 612C). In an embodiment, theadministrative input 50 is obtained during an initialization or a fileupload step. In some embodiments, the administrative input 50 isobtained via a different user system 612 that that used by other users.The functionality of the change management system 100 may be describedin connection with FIG. 4 .

FIG. 4 depicts the various algorithmic steps or tasks performed in aprocess 400 that may be performed by software, hardware, firmware, orany combination thereof. For illustrative purposes, the followingdescription of process 400 may refer to elements mentioned above inconnection with FIG. 1 , and with elements described in connection withFIGS. 2-3 . In practice, portions of process 400 may be performed bydifferent elements of the described system, e.g., component A, componentB, or component C. It should be appreciated that process 400 may includeany number of additional or alternative tasks, the tasks shown in FIG. 4need not be performed in the illustrated order, and process 400 may beincorporated into a more comprehensive procedure or process havingadditional functionality not described in detail herein. Moreover, oneor more of the tasks shown in FIG. 4 could be omitted from an embodimentof the process 400 as long as the intended overall functionality remainsintact.

At 402, the provided algorithm begins by using the change managementprocessor 102 or other logic gating circuitry to construct anadministratively prescribed target data store and store it in the targetdata database 108. In various embodiments, the administrative input 50includes service provider information, including for each of one or moreservice provider identifiers, a target feature, a target feature-state,a mismatch message, a match message, and a time threshold. In variousembodiments, for each of the one or more service providers, theadministrative input 50 further includes one or more additional timethresholds and one or more additional messages. The match messages andmismatch messages may further be programmatic, in that they activateother service providers, applications, or hyperlinks, as examples belowillustrate.

Also at 402, the change management processor 102 determines anappropriate data configuration for the administratively prescribedtarget data store as a function of the administrative input 50. In anexample, the change management processor 102 determines, based on theadministrative input 50, that the target data store shall be configuredas a table, and further determines an array size and storage location inthe target data database 108 for the table. In an example, theinformation in the target data database 108 may be arranged by thechange management processor 102 as shown in administratively prescribedtarget data

TABLE 1 Service Additional Provider Mismatch Match Time time additionalidentifier Feature Feature-state msg msg threshold-1 threshold-1message-1 SP1 F1 V2 There is a Thank 10 days new you for versionutilizing available, V2, would please you like click on to try these V2?links to get started SP1 F2 V3 Please Thank 2 weeks You no update to youfor longer V3 utilizing have V3 access to SP1 F2 SP1 F3 V6 Please New 30days 2 weeks Why update to version have you V6 coming reverted soon/newto a feature previous available version? SP2 F1 Under Expected March 1,development launch 2020 date . . .Table 1, below.

In various embodiments, entries in the administratively prescribedtarget data store are referred to as service provider associations, andeach service provider association comprises multiple fields. In thedepicted example, the service provider identifier SP1 has threeassociations or entries, which represent three target features in use,as follows: Target feature 1 (F1) has a target feature-state version 2(V2); Target feature 2 (F2) has a target feature-state version 3 (V3);and Target feature 3 (F3) has a target feature-state version 6 (V6). Theservice provider SP2 has target feature 1 (F1) that has a targetfeature-state under development. The remaining columns, or fields, ofadministratively prescribed target data Table 1 will be described inmore detail in connection with subsequent algorithmic steps. It may beappreciated that the associations between pieces of informationindicated as a rows and columns arrangement of target data table 1 canbe depicted in other arrangements in the target data database 108.

In various embodiments, the administrative input 50 may also includeuser information, including a list of username identifiers and for eachusername identifier, a list of service provider identifiers andrespective features and feature-states that the username identifier isauthorized to use. In some embodiments, the change management processor102 or other logic gating circuitry will combine the user informationwith the service provider information when creating the administrativelyprescribed target data store.

As mentioned, the administrative input 50 may be obtained in variousways, some non-limiting examples include: as part of a softwareinitialization/upload process, as part of an individual administratorusing a user input system, or as part of any commonly practiced systemupdate protocol. The change management processor 102 or other logicgating circuitry constructs and populates the target data store inresponse to, and as a function of, receiving the administrative input 50and stores it in the target data database 108 at 404.

In various embodiments, the user is identified by a username identifier.The historical data store 110 is a data storage device or location usedto store a plurality of user status', including, for each user usernameidentifier, an association between the username identifier and a serviceprovider identifier with a previously used feature, feature-state, and aprevious use time-stamp (i.e., a date and time) indicating when the userpreviously used the [service provider:feature:feature-state]. Saiddifferently, the historical data store 110 has stored therein, for eachusername identifier, each service provider, feature, and feature-stateused, and at what time. In an example, an entry in the historical datastore 110 may include: on Dec. 5, 2019, at 1 PM EST, the usernameidentifier-1 used SP1:F1:V2 and SP1:F3:V5, and on Dec. 1, 2019, at 5 PMEST, SP1:F3:V6. As may be appreciated, this is a simplified example forillustration of concepts: in practice, it is likely that the entry inthe historical data store 110 includes many more entries for theusername identifier-1.

The process of constructing and populating the target data store in thetarget data database 108 (at 402 and 404) may be separated in time andspace from the change management interactions with the user. The user'sexperience of the provided change management methodology is experiencedwhen a user attempts to log into a service provider; this is referred toherein as a login. At 406, the login embodies login information that isreceived, via user input 52, by the change management processor 102. Thelogin information may include a current use time-stamp, the usernameidentifier for the user, and a service provider identifier. In anexample, the username identifier-1 attempts a login to SP1 on Jan. 2,2020, at 8 AM EST.

Upon receiving the login information, the change management processor102 queries the historical data store 110 (at 408) for a user statususing the username identifier and service provider identifier.Continuing with the example, the change management processor 102retrieves the following user status for username identifier-1: on Dec.5, 2019, at 1 PM EST, the username identifier-1 used SP1:F1:V2 andSP1:F3:V5, and on Dec. 1, 2019, at 5 PM EST, SP1:F3:V6.

Also responsive to the login, at 410, the change management processor102 queries the target data store in the target data database 108 usingat least the service provider identifier, and retrieves, as a functionof the service provider identifier, the fields representing the serviceprovider identifier associations. Continuing with the example, usingSP1, the change management processor 102 retrieves the fields[SP1:F1:V2: There is a new version available, would you like to try V2?:Thank you for utilizing V2, please click on these links (activehypertext links) to get started:10 days] and [SP1:F3:V6:Please update toV6:New Version Coming soon/new feature available:30 days:2 weeks: Whyhave you reverted to a previous version?].

At 412, the change management processor 102 compares related fields todetermine whether there is a match, taking into account the fields ofthe user status and the service provider identifier associations (notethat this is a binary determination, and may be described as[match:mismatch]; [match:not a match]; and [mismatch:not a mismatch]).Continuing with the above example, the change management processor 102determines that, for username identifier-1 and SP1, previously usedF1:V2 matches target F1:V2=“Match”, but previously used F3:V5 is doesnot match with target F3:V6=“Mismatch.”

As mentioned, the provided algorithm uses the change managementprocessor 102 or other gating logic circuitry to push change managementinformation and instructions to the user at the point of login (at 414),at least in part, by identifying these matches and mismatches. Thisreturns our discussion to the additional columns or fields in theadministratively prescribed target data table 1. The additional columnsor fields shown in administratively prescribed target data Table 1 storethe administratively prescribed information and instructions that theadministrators wish to push to the user. For example, when there is amismatch, the change management processor 102 references the respectivemismatch message and generates commands to display messages for the usersystem 612 to display the respective mismatch message. The changemanagement processor 102 may determine that the mismatch represents thatthe target feature has been updated, and may determine that the mismatchrepresents that the user is attempting to use an outdated version of thetarget feature. Responsive to the determinations made at 412, the changemanagement processor 102 may display (at 414) an updated versionavailable message responsive thereto. In the example, the mismatchmessage for F3 is “please update to V6” (version 6).

At 414, the provided algorithm also references one or more timethresholds to provide administrative control over when change managementmessages will be displayed. In an example, when there is a match, thechange management processor 102 may compare the current use-timestamp tothe time threshold and display a match message only when the currentuse-timestamp does not exceed the time threshold. In practice this maylook like the user seeing a “thank you for utilizing V2” message for thefirst ten days that the user has updated to V2, but not after that. Inanother example, as illustrated in the table for SP1:F3:V6: when thereis a match, the change management processor 102 may display informationthat a newer version will be released soon; it may further display thatthe new version may be released at a certain date.

At 414, in various embodiments, the provided algorithm may also use thechange management processor 102 or other gating logic circuitry to pull[feature:version] use information from the user at the point of login,also at least in part, by identifying these matches and mismatches. Inthis example, there is an additional message to be displayed to theuser, which asks the user, “why have you reverted to a previousversion?” This is displayed at 414 because the change managementprocessor 102 has identified, based on the user status, that the userhad tried V6 previously, but went back to V5. The timing of when thismessage question is displayed to the user may be controlled by a secondtime threshold (e.g., it may only be relevant for two weeks, asindicated in the example Table 1). Another example of pulling useinformation from the user at login includes asking the user if the userwould like to set a reminder to perform an upgrade (and then activatinga calendar application responsive to the user's input. Another exampleof pulling use information from the user at login includes asking theuser for feedback on the [service provider:feature]. Use information canbe communicated back to the service provider, or analyzed by theadministrators, or both. Using this kind of messaging at login enablesthe administrators to capture relevant user information and identifyissues with service providers, features, and feature-states.

In embodiments in which the administrative input 50 includes userinformation, such as, a list of username identifiers and for eachusername identifier, a list of service provider identifiers andrespective features and feature-states that the username identifier isauthorized to use, the other message fields may be used to push accessinformation. In an embodiment, the change management processor 102 maydetermine that the mismatch represents that the username identifier haslost authorization to use any of: the service provider identifier, thepreviously used feature, or the target feature, and display a failedauthorization message responsive thereto. For example, as shown in Table1 at SP1:F2:V3, there is the message, “You no longer have access to SP1F2.”

In an embodiment, the service provider identifier is one of a pluralityof service provider identifiers; the username identifier is one of aplurality of username identifiers; each username identifier has anassociation with at least one service provider identifier of theplurality of service provider identifiers; and the historical data storefurther has stored therein, for each association of each usernameidentifier of the plurality of username identifiers, a respective userstatus that associates the username identifier and the service provideridentifier of the plurality of service provider identifiers, the userstatus further associating with the service provider identifier, arespective previously used feature, feature-state, and use-timestamp.

Further, each service provider identifier of the plurality of serviceprovider identifiers may have at least one target feature and eachtarget feature of the at least one target features may have a respectivetarget feature-state. The target data store may have stored therein, foreach of the at least one target feature of each service provideridentifier of the plurality of service provider identifiers: a targetfeature-state, a mismatch message, a predefined time threshold, and amatch message.

As may be appreciated, an advantage of the provided method and system isthe flexibility of the administrative setup of the target data store inthe target data database 108. The message content, and time thresholds,are administratively prescribable, as are the number of message fieldsand the number of time thresholds. By pushing this information to theuser at login, the provided methods and systems deliver the informationwhen it is most relevant, thereby increasing the compliance rate andminimizing the distraction of multiple emails.

The approaches and methodologies presented here can be utilized invarious computer-based environments, network environments, and/ordatabase system environments. In this regard, FIG. 2 illustrates a blockdiagram of an environment 610 wherein an on-demand database servicemight be used for purposes of supporting the subject matter described inmore detail above. Environment 610 may include user systems 612, network614, system 616, processor system 617, application platform 618, networkinterface 620, tenant data storage 622, system data storage 624 (whichmay include target data database 108 and/or historical data store 110),program code 626, and process space 628. In other embodiments,environment 610 may not have all of the components listed and/or mayhave other elements instead of, or in addition to, those listed above.

Environment 610 is an environment in which an on-demand database serviceexists. User system 612 may be any machine or system that is used by auser to access a database user system. For example, any of user systems612 can be a handheld computing device, a mobile phone, a laptopcomputer, a work station, and/or a network of computing devices. Asillustrated in herein FIG. 2 (and in more detail in FIG. 3 ) usersystems 612 might interact via a network 614 with an on-demand databaseservice, which is system 616.

An on-demand database service, such as system 616, is a database systemthat is made available to outside users that do not need to necessarilybe concerned with building and/or maintaining the database system, butinstead may be available for their use when the users need the databasesystem (e.g., on the demand of the users). Some on-demand databaseservices may store information from one or more tenants stored intotables of a common database image to form a multi-tenant database system(MTS). Accordingly, “on-demand database service 616” and “system 616”will be used interchangeably herein. A database image may include one ormore database objects. A relational database management system (RDMS) orthe equivalent may execute storage and retrieval of information againstthe database object(s). Application platform 618 may be a framework thatallows the applications of system 616 to run, such as the hardwareand/or software, e.g., the operating system. In an embodiment, on-demanddatabase service 616 may include an application platform 618 thatenables creation, managing and executing one or more applicationsdeveloped by the provider of the on-demand database service, usersaccessing the on-demand database service via user systems 612-, orthird-party application developers accessing the on-demand databaseservice via user systems 612.

The users of user systems 612 may differ in their respective capacities,and the capacity of a particular user system 612 might be entirelydetermined by permissions (permission levels) for the current user. Forexample, where a field technician is using a particular user system 612to interact with system 616, that user system has the capacitiesallotted to that field technician. However, while an administrator isusing that user system to interact with system 616, that user system hasthe capacities allotted to that administrator. In systems with ahierarchical role model, users at one permission level may have accessto applications, data, and database information accessible by a lowerpermission level user, but may not have access to certain applications,database information, and data accessible by a user at a higherpermission level. Thus, different users will have different capabilitieswith regard to accessing and modifying application and databaseinformation, depending on a user's security or permission level.

Network 614 is any network or combination of networks of devices thatcommunicate with one another. For example, network 614 can be any one orany combination of a LAN (local area network), WAN (wide area network),telephone network, wireless network, point-to-point network, starnetwork, token ring network, hub network, or other appropriateconfiguration. As the most common type of computer network in currentuse is a TCP/IP (Transfer Control Protocol and Internet Protocol)network, such as the global internetwork of networks often referred toas the Internet, that network will be used in many of the examplesherein. However, it should be understood that the networks that one ormore implementations might use are not so limited, although TCP/IP is afrequently implemented protocol.

User systems 612 might communicate with system 616 using TCP/IP and, ata higher network level, use other common Internet protocols tocommunicate, such as HTTP, FTP, AFS, WAP, etc. In an example where HTTPis used, user system 612 might include an HTTP client commonly referredto as a “browser” for sending and receiving HTTP messages to and from anHTTP server at system 616. Such an HTTP server might be implemented asthe sole network interface between system 616 and network 614, but othertechniques might be used as well or instead. In some implementations,the interface between system 616 and network 614 includes load sharingfunctionality, such as round-robin HTTP request distributors to balanceloads and distribute incoming HTTP requests evenly over a plurality ofservers. At least as for the users that are accessing that server, eachof the plurality of servers has access to the MTS' data; however, otheralternative configurations may be used instead.

In one embodiment, system 616, shown in FIG. 2 , implements a web-basedcustomer relationship management (CRM) system. For example, in oneembodiment, system 616 includes application servers configured toimplement and execute CRM software applications as well as providerelated data, code, forms, webpages and other information to and fromuser systems 612 and to store to, and retrieve from, a database systemrelated data, objects, and Webpage content. With a multi-tenant system,data for multiple tenants may be stored in the same physical databaseobject, however, tenant data typically is arranged so that data of onetenant is kept logically separate from that of other tenants so that onetenant does not have access to another tenant's data, unless such datais expressly shared. In certain embodiments, system 616 implementsapplications other than, or in addition to, a CRM application. Forexample, system 616 may provide tenant access to multiple hosted(standard and custom) applications, including a CRM application. User(or third party developer) applications, which may or may not includeCRM, may be supported by the application platform 618, which managescreation, storage of the applications into one or more database objectsand executing of the applications in a virtual machine in the processspace of the system 616.

One arrangement for elements of system 616 is shown in FIG. 2 ,including a network interface 620, application platform 618, tenant datastorage 622 for tenant data 623, system data storage 624 for system data625 accessible to system 616 and possibly multiple tenants, program code626 for implementing various functions of system 616, and a processspace 628 for executing MTS system processes and tenant-specificprocesses, such as running applications as part of an applicationhosting service. Additional processes that may execute on system 616include database indexing processes.

Several elements in the system shown in FIG. 2 include conventional,well-known elements that are explained only briefly here. For example,each user system 612 could include a desktop personal computer,workstation, laptop, PDA, cell phone, or any wireless access protocol(WAP) enabled device or any other computing device capable ofinterfacing directly or indirectly to the Internet or other networkconnection. User system 612 typically runs an HTTP client, e.g., abrowsing program, such as Edge from Microsoft, Safari from Apple, Chromefrom Google, or a WAP-enabled browser in the case of a cell phone, PDAor other wireless device, or the like, allowing a user (e.g., subscriberof the multi-tenant database system) of user system 612 to access,process and view information, pages and applications available to itfrom system 616 over network 614. Each user system 612 also typicallyincludes one or more user interface devices, such as a keyboard, amouse, touch pad, touch screen, pen or the like, for interacting with agraphical user interface (GUI) provided by the browser on a display(e.g., a monitor screen, LCD display, etc.) in conjunction with pages,forms, applications and other information provided by system 616 orother systems or servers. For example, the user interface device can beused to access data and applications hosted by system 616, and toperform searches on stored data, and otherwise allow a user to interactwith various GUI pages that may be presented to a user. As discussedabove, embodiments are suitable for use with the Internet, which refersto a specific global internetwork of networks. However, it should beunderstood that other networks can be used instead of the Internet, suchas an intranet, an extranet, a virtual private network (VPN), anon-TCP/IP based network, any LAN or WAN or the like.

According to one embodiment, each user system 612 and all of itscomponents are operator configurable using applications, such as abrowser, including computer code run using a central processing unitsuch as an Intel Core series processor or the like. Similarly, system616 (and additional instances of an MTS, where more than one is present)and all of their components might be operator configurable usingapplication(s) including computer code to run using a central processingunit such as processor system 617, which may include an Intel Coreseries processor or the like, and/or multiple processor units. Acomputer program product embodiment includes a machine-readable storagemedium (media) having instructions stored thereon/in which can be usedto program a computer to perform any of the processes of the embodimentsdescribed herein. Computer code for operating and configuring system 616to intercommunicate and to process webpages, applications and other dataand media content as described herein are preferably downloaded andstored on a hard disk, but the entire program code, or portions thereof,may also be stored in any other volatile or non-volatile memory mediumor device as is well known, such as a ROM or RAM, or provided on anymedia capable of storing program code, such as any type of rotatingmedia including floppy disks, optical discs, digital versatile disk(DVD), compact disk (CD), microdrive, and magneto-optical disks, andmagnetic or optical cards, nanosystems (including molecular memory ICs),or any type of media or device suitable for storing instructions and/ordata. Additionally, the entire program code, or portions thereof, may betransmitted and downloaded from a software source over a transmissionmedium, e.g., over the Internet, or from another server, as is wellknown, or transmitted over any other conventional network connection asis well known (e.g., extranet, VPN, LAN, etc.) using any communicationmedium and protocols (e.g., TCP/IP, HTTP, HTTPS, Ethernet, etc.) as arewell known. It will also be appreciated that computer code forimplementing embodiments can be implemented in any programming languagethat can be executed on a client system and/or server or server systemsuch as, for example, C, C++, HTML, any other markup language, Java™,JavaScript, ActiveX, any other scripting language, such as VBScript, andmany other programming languages as are well known may be used. (Java™is a trademark of Sun Microsystems, Inc.).

According to one embodiment, each system 616 is configured to providewebpages, forms, applications, data and media content to user (client)systems 612 to support the access by user systems 612 as tenants ofsystem 616. As such, system 616 provides security mechanisms to keepeach tenant's data separate unless the data is shared. If more than oneMTS is used, they may be located in close proximity to one another(e.g., in a server farm located in a single building or campus), or theymay be distributed at locations remote from one another (e.g., one ormore servers located in city A and one or more servers located in cityB). As used herein, each MTS could include one or more logically and/orphysically connected servers distributed locally or across one or moregeographic locations. Additionally, the term “server” is meant toinclude a computer system, including processing hardware and processspace(s), and an associated storage system and database application(e.g., OODBMS or RDBMS) as is well known in the art. It should also beunderstood that “server system” and “server” are often usedinterchangeably herein. Similarly, the database object described hereincan be implemented as single databases, a distributed database, acollection of distributed databases, a database with redundant online oroffline backups or other redundancies, etc., and might include adistributed database or storage network and associated processingintelligence.

FIG. 3 also illustrates environment 610. However, in FIG. 3 elements ofsystem 616 and various interconnections in an embodiment are furtherillustrated. FIG. 3 shows that user system 612 may include processorsystem 612A, memory system 612B, input system 612C, and output system612D. FIG. 3 shows network 614 and system 616. FIG. 3 also shows thatsystem 616 may include tenant data storage 622, tenant data 623, systemdata storage 624, system data 625, User Interface (UI) 730, ApplicationProgram Interface (API) 732, PL/SOQL 734, save routines 736, applicationsetup mechanism 738, applications servers 7001-700N, system processspace 702, tenant process spaces 704, tenant management process space710, tenant storage area 712, user storage 714, and application metadata716. In other embodiments, environment 610 may not have the sameelements as those listed above and/or may have other elements insteadof, or in addition to, those listed above.

User system 612, network 614, system 616, tenant data storage 622, andsystem data storage 624 were discussed above in FIG. 2 . Regarding usersystem 612, processor system 612A may be any combination of one or moreprocessors. Memory system 612B may be any combination of one or morememory devices, short term, and/or long-term memory. Input system 612Cmay be any combination of input devices, such as one or more keyboards,mice, trackballs, scanners, cameras, and/or interfaces to networks.Output system 612D may be any combination of output devices, such as oneor more monitors, printers, and/or interfaces to networks. As shown byFIG. 3 , system 616 may include a network interface 620 (of FIG. 2 )implemented as a set of HTTP application servers 700, an applicationplatform 618, tenant data storage 622, and system data storage 624. Alsoshown is system process space 702, including individual tenant processspaces 704 and a tenant management process space 710. Each applicationserver 700 may be configured to tenant data storage 622 and the tenantdata 623 therein, and system data storage 624 and the system data 625therein to serve requests of user systems 612. The tenant data 623 mightbe divided into individual tenant storage areas 712, which can be eithera physical arrangement and/or a logical arrangement of data. Within eachtenant storage area 712, user storage 714 and application metadata 716might be similarly allocated for each user. For example, a copy of auser's most recently used (MRU) items might be stored to user storage714. Similarly, a copy of MRU items for an entire organization that is atenant might be stored to tenant storage area 712. A UI 730 provides auser interface, and an API 732 provides an application programmerinterface to system 616 resident processes to users and/or developers atuser systems 612. The tenant data and the system data may be stored invarious databases, such as one or more Oracle™ databases.

Application platform 618 includes an application setup mechanism 738that supports application developers' creation and management ofapplications, which may be saved as metadata into tenant data storage622 by save routines 736 for execution by subscribers as one or moretenant process spaces 704 managed by tenant management process 710 forexample. Invocations to such applications may be coded using PL/SOQL 734that provides a programming language style interface extension to API732. Invocations to applications may be detected by one or more systemprocesses, which manage retrieving application metadata 716 for thesubscriber making the invocation and executing the metadata as anapplication in a virtual machine.

Each application server 700 may be communicably coupled to databasesystems, e.g., having access to system data 625 and tenant data 623, viaa different network connection. For example, one application server 7001might be coupled via the network 614 (e.g., the Internet), anotherapplication server 700N-1 might be coupled via a direct network link,and another application server 700N might be coupled by yet a differentnetwork connection. Transfer Control Protocol and Internet Protocol(TCP/IP) are typical protocols for communicating between applicationservers 700 and the database system. However, it will be apparent to oneskilled in the art that other transport protocols may be used tooptimize the system depending on the network interconnect used.

In certain embodiments, each application server 700 is configured tohandle requests for any user associated with any organization that is atenant. Because it is desirable to be able to add and remove applicationservers from the server pool at any time for any reason, there ispreferably no server affinity for a user and/or organization to aspecific application server 700. In one embodiment, therefore, aninterface system implementing a load balancing function (e.g., an F5BIG-IP load balancer) is communicably coupled between the applicationservers 700 and the user systems 612 to distribute requests to theapplication servers 700. In one embodiment, the load balancer uses aleast connections algorithm to route user requests to the applicationservers 700. Other examples of load balancing algorithms, such as roundrobin and observed response time, also can be used. For example, incertain embodiments, three consecutive requests from the same user couldhit three different application servers 700, and three requests fromdifferent users could hit the same application server 700. In thismanner, system 616 is multi-tenant, wherein system 616 handles storageof, and access to, different objects, data and applications acrossdisparate users and organizations.

As an example of storage, one tenant might be a company that employs asales force where each field technician uses system 616 to manage theirsales process. Thus, a user might maintain contact data, leads data,customer follow-up data, performance data, goals and progress data,etc., all applicable to that user's personal sales process (e.g., intenant data storage 622). In an example of a MTS arrangement, since allof the data and the applications to access, view, modify, report,transmit, calculate, etc., can be maintained and accessed by a usersystem having nothing more than network access, the user can manage hisor her sales efforts and cycles from any of many different user systems.For example, if a salesperson is visiting a customer and the customerhas Internet access in their lobby, the salesperson can obtain criticalupdates as to that customer while waiting for the customer to arrive inthe lobby.

While each user's data might be separate from other users' dataregardless of the employers of each user, some data might beorganization-wide data shared or accessible by a plurality of users orall of the users for a given organization that is a tenant. Thus, theremight be some data structures managed by system 616 that are allocatedat the tenant level while other data structures might be managed at theuser level. Because an MTS might support multiple tenants includingpossible competitors, the MTS should have security protocols that keepdata, applications, and application use separate. Also, because manytenants may opt for access to an MTS rather than maintain their ownsystem, redundancy, up-time, and backup are additional functions thatmay be implemented in the MTS. In addition to user-specific data andtenant specific data, system 616 might also maintain system level datausable by multiple tenants or other data. Such system level data mightinclude industry reports, news, postings, and the like that are sharableamong tenants.

In certain embodiments, user systems 612 (which may be client systems)communicate with application servers 700 to request and updatesystem-level and tenant-level data from system 616 that may requiresending one or more queries to tenant data storage 622 and/or systemdata storage 624. System 616 (e.g., an application server 700 in system616) automatically generates one or more SQL statements (e.g., one ormore SQL queries) that are designed to access the desired information.System data storage 624 may generate query plans to access the requesteddata from the database.

Each database can generally be viewed as a collection of objects, suchas a set of logical tables, containing data fitted into predefinedcategories. A “table” is one representation of a data object and may beused herein to simplify the conceptual description of objects and customobjects. It should be understood that “table” and “object” may be usedinterchangeably herein. Each table generally contains one or more datacategories logically arranged as columns or fields in a viewable schema.Each row or record of a table contains an instance of data for eachcategory defined by the fields. For example, a CRM database may includea table that describes a customer with fields for basic contactinformation such as name, address, phone number, fax number, etc.Another table might describe a purchase order, including fields forinformation such as customer, product, sale price, date, etc. In somemulti-tenant database systems, standard entity tables might be providedfor use by all tenants. For CRM database applications, such standardentities might include tables for Account, Contact, Lead, andOpportunity data, each containing pre-defined fields. It should beunderstood that the word “entity” may also be used interchangeablyherein with “object” and “table.”

In some multi-tenant database systems, tenants may be allowed to createand store custom objects, or they may be allowed to customize standardentities or objects, for example by creating custom fields for standardobjects, including custom index fields. In certain embodiments, forexample, all custom entity data rows are stored in a single multi-tenantphysical table, which may contain multiple logical tables perorganization. It is transparent to customers that their multiple“tables” are in fact stored in one large table or that their data may bestored in the same table as the data of other customers.

Techniques and technologies may be described herein in terms offunctional and/or logical block components, and with reference tosymbolic representations of operations, processing tasks, and functionsthat may be performed by various computing components or devices. Suchoperations, tasks, and functions are sometimes referred to as beingcomputer-executed, computerized, software-implemented, orcomputer-implemented. It should be appreciated that the various blockcomponents shown in the figures may be realized by any number ofhardware, software, and/or firmware components configured to perform thespecified functions. For example, an embodiment of a system or acomponent may employ various integrated circuit components, e.g., memoryelements, digital signal processing elements, logic elements, look-uptables, or the like, which may carry out a variety of functions underthe control of one or more microprocessors or other control devices.

When implemented in software or firmware, various elements of thesystems described herein are essentially the code segments orinstructions that perform the various tasks. In certain embodiments, theprogram or code segments are stored in a tangible processor-readablemedium, which may include any medium that can store or transferinformation. Examples of a non-transitory and processor-readable mediuminclude an electronic circuit, a semiconductor memory device, a ROM, aflash memory, an erasable ROM (EROM), a floppy diskette, a CD-ROM, anoptical disk, a hard disk, or the like.

While at least one exemplary embodiment has been presented in theforegoing detailed description, it should be appreciated that a vastnumber of variations exist. It should also be appreciated that theexemplary embodiment or embodiments described herein are not intended tolimit the scope, applicability, or configuration of the claimed subjectmatter in any way. Rather, the foregoing detailed description willprovide those skilled in the art with a convenient road map forimplementing the described embodiment or embodiments. It should beunderstood that various changes can be made in the function andarrangement of elements without departing from the scope defined by theclaims, which includes known equivalents and foreseeable equivalents atthe time of filing this patent application.

What is claimed is:
 1. A method for change management upon login,comprising: constructing, by a change management processor, anadministratively prescribed target data store as a function of receivedadministrative input; storing, by the change management processor, theadministratively prescribed target data store in a target data database;receiving from an input system, by the change management processor, alogin, the login comprising login information for a user, the logininformation having a username identifier and a service provideridentifier; responsive to receiving the login: (a) querying, by thechange management processor, a historical data store having storedtherein, a user status that associates the username identifier and theservice provider identifier with a previously used feature andfeature-state; (b) querying, by the change management processor, theadministratively prescribed target data store using the service provideridentifier, to obtain a target feature and target feature-state, amismatch message, and a match message; and (c) determining, by thechange management processor, whether the previously used feature andfeature-state match the target feature and target feature-state,respectively; displaying the mismatch message when the previously usedfeature and feature-state do not match the target feature and targetfeature-state, respectively; and displaying the match message when thepreviously used feature and feature-state match the target feature andtarget feature-state, respectively.
 2. The method of claim 1, furthercomprising, when the previously used feature and feature-state do notmatch the target feature and target feature-state, respectively:determining, by the change management processor, that the user isattempting to use an outdated version of the target feature; anddisplaying an updated version available message responsive thereto. 3.The method of claim 2, further comprising: upon displaying the updatedversion available message, determining that the user previously used thetarget feature with the target feature-state and subsequently revertedto using the target feature with the previously used feature-state; anddisplaying a user prompt asking why the user reverted to the previouslyused feature-state.
 4. The method of claim 1, further comprising:determining, by the change management processor, when a new feature isavailable; and displaying a new feature available message responsivethereto.
 5. The method of claim 1, further comprising, when thepreviously used feature and feature-state do not match the targetfeature and target feature-state, respectively: determining, by thechange management processor, that the username identifier is notauthorized to use any combination of the service provider identifier,the previously used feature, or the target feature; and displaying afailed authorization message responsive thereto.
 6. The method of claim1, wherein: the service provider identifier is one of a plurality ofservice provider identifiers; the username identifier is one of aplurality of username identifiers; each username identifier has anassociation with at least one service provider identifier of theplurality of service provider identifiers; and the historical data storefurther has stored therein, for each association of each usernameidentifier of the plurality of username identifiers, a respective userstatus that associates the username identifier and the service provideridentifier of the plurality of service provider identifiers, the userstatus further associating with the service provider identifier, arespective previously used feature and feature-state.
 7. The method ofclaim 6, wherein: each service provider identifier of the plurality ofservice provider identifiers has at least one target feature and eachtarget feature of the at least one target feature has a respectivetarget feature-state; and the target data database further has storedtherein, for each of the at least one target feature of each serviceprovider identifier of the plurality of service provider identifiers:the target feature-state, the mismatch message, and the match message.8. A non-transitory computer-readable medium having stored thereoninstructions that, when executed by one or more processors, areconfigurable to cause the one or more processors to: construct anadministratively prescribed target data store as a function of receivedadministrative input; store the administratively prescribed target datastore in a target data database; detect a login, defined as receivinglogin information for a user from an input system, the login informationhaving a username identifier and service provider identifier; responsiveto the login: (a) query a historical data store having stored therein, auser status that associates the username identifier and the serviceprovider identifier with a previously used feature and feature-state;(b) query the administratively prescribed target data store using atleast the service provider identifier to obtain a target feature andtarget feature-state, a mismatch message, and a match message; and (c)determine when there is a mismatch, defined as the previously usedfeature and feature-state do not match the target feature and targetfeature-state, respectively; display the mismatch message when there isa mismatch; and display the match message when there is not a mismatch.9. The non-transitory computer-readable medium of claim 8, wherein theinstructions are further configurable to cause the one or moreprocessors to, when there is a mismatch: determine that the user isattempting to use an outdated version of the target feature; and displayan updated version available message responsive thereto.
 10. Thenon-transitory computer-readable medium of claim 9, wherein theinstructions are further configurable to cause the one or moreprocessors to: upon displaying the updated version available message,determine that the user previously used the target feature with thetarget feature-state; and display a user prompt asking why the userstopped using the target feature with the target feature-state.
 11. Thenon-transitory computer-readable medium of claim 8, wherein theinstructions are further configurable to cause the one or moreprocessors to: determine when a new feature is available; and display anew feature available message responsive thereto.
 12. The non-transitorycomputer-readable medium of claim 8, wherein the instructions arefurther configurable to cause the one or more processors to, when thereis a mismatch: determine that the username identifier has lostauthorization to use any of the service provider identifier, thepreviously used feature, or the target feature; and display a failedauthorization message responsive thereto.
 13. The non-transitorycomputer-readable medium of claim 8, wherein: the service provideridentifier is one of a plurality of service provider identifiers; theusername identifier is one of a plurality of username identifiers; eachusername identifier has an association with at least one serviceprovider identifier of the plurality of service provider identifiers;and the historical data store further has stored therein, for eachassociation of each username identifier of the plurality of usernameidentifiers, a respective user status that associates the usernameidentifier and the service provider identifier of the plurality ofservice provider identifiers, the user status further associating withthe service provider identifier, a respective previously used featureand feature-state.
 14. The non-transitory computer-readable medium ofclaim 8, wherein: each service provider identifier of a plurality ofservice provider identifiers has at least one target feature and eachtarget feature of the at least one target feature has a respectivetarget feature-state; and the target data database further has storedtherein, for each of the at least one target feature of each serviceprovider identifier of the plurality of service provider identifiers:the target feature-state, the mismatch message, and the match message.15. A change management system, comprising: a historical data storehaving stored therein, a user status that associates a usernameidentifier and a service provider identifier with a previously usedfeature and feature-state; and a change management processor programmedto: construct an administratively prescribed target data store as afunction of received administrative input, the received administrativeinput specifying, for the service provider identifier: a target featureand target feature-state, a mismatch message, and a match message;receive a login, the login providing login information for a user, thelogin information including the username identifier and the serviceprovider identifier; query the historical data store with the usernameidentifier and service provider identifier to obtain the previously usedfeature and feature-state; query the administratively prescribed targetdata store to obtain, for the service provider identifier, the targetfeature and target feature-state, the mismatch message, and the matchmessage; determine whether there is a mismatch between the previouslyused feature and feature-state and the target feature and targetfeature-state, respectively; display the mismatch message when there isa mismatch; and display the match message when there is not a mismatch.16. The change management system of claim 15, wherein the changemanagement processor is further configured to: determine that themismatch represents that the user is attempting to use an outdatedversion of the target feature; and display an updated version availablemessage responsive thereto.
 17. The change management system of claim16, wherein the change management processor is further configured to:upon displaying the updated version available message, determine thatthe user previously used the target feature with the targetfeature-state and subsequently reverted to using the target feature withthe previously used feature-state; and display a user prompt asking whythe user reverted to the previously used feature-state.
 18. The changemanagement system of claim 17, wherein the change management processoris further configured to: determine when a new feature is available; anddisplay a new feature available message responsive thereto.
 19. Thechange management system of claim 15, wherein the change managementprocessor is further configured to: determine that the mismatchrepresents that the username identifier does not have authorization touse any of the service provider identifier, the previously used feature,or the target feature; and display a failed authorization messageresponsive thereto.
 20. The change management system of claim 19,wherein the service provider identifier is one of a plurality of serviceprovider identifiers; the username identifier is one of a plurality ofusername identifiers; each username identifier has an association withat least one service provider identifier of the plurality of serviceprovider identifiers; and the historical data store further has storedtherein, for each association of each username identifier of theplurality of username identifiers, a respective user status thatassociates the username identifier and the service provider identifierof the plurality of service provider identifiers, the user statusfurther associating with the service provider identifier, a respectivepreviously used feature, feature-state, and use-timestamp.